Ready For Retirement

Our topic on this episode of the Ready for Retirement podcast is about international investments.Questions answered: Should I be investing internationally? What are the best strategies when it comes to investing around the world? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about Roth Conversions in non-traditional scenarios & investing in municipal bonds.Questions answered: When do Roth Conversions make the most sense to implement? What are some examples of non-traditional scenarios where a Roth Conversion makes sense? Should I be investing in municipal bonds for tax-free income? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about when you should stop saving for retirement.Questions answered: How do I know when I no longer need to save for retirement? What are the best strategies when it comes to exploring whether or not I need to continue saving? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about combining retirement planning with legacy planning.Questions answered: How do I combine retirement planning goals with my legacy planning goals? What are the best strategies when it comes to exploring retirement planning and legacy planning together? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about managing asset allocation and asset location leading up to retirement.Questions answered: What are the benefits of Asset Location and why is it important for retirement planning? What is the right asset allocation for my various accounts? How can I position my portfolio for my retirement goals? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about answering multiple questions that have been recently submitted surrounding RMDs (Required Minimum Distributions), Social Security Taxes, Income Annuities, and Dividend Reinvestment.Questions answered: What are the best strategies to manage RMDs (Required Minimum Distributions)? How should I be determining when to collect Social Security and what can I expect from a tax perspective? When does an income annuity make sense? Should I be reinvesting dividends? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about protecting against inflation.Questions answered: How can we position our portfolio to protect against inflation? What are the best strategies to create a hedge against inflation? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?NEW: We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding what makes ETFs more tax-efficient than Mutual Funds.Questions answered: Why are ETFs more tax-efficient than Mutual Funds? What are the best strategies to use ETFs? What types of funds are best for each of my accounts? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding how to plan for longevity without sacrificing the “Good Years”.Questions answered: What are the best strategies to ensure I don’t outlive my money? How can I use my finances to ensure I’m maximizing my different goals (pre-retirement and post-retirement)? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes sense to work with a financial planner.Questions answered: Should I work with a financial planner? When is the best time to hire a financial planner? What are the different ways financial planners work with clients? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?Schedule Your Initial Consultation Call HereLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!